How big is William T. Grant Foundation's plan?

William T. Grant Foundation's plan reported $6.4M in assets and 19 participants for 2024.

Original filing (PDF)20260212110608NAL0000117904001

William T. Grant Foundation

Name: William T. Grant Foundation — Supplemental, Form 5500 (2024)
Creator: William T. Grant Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Supplemental Retirement Annuity for Employees of the William T. Grant Foundation

403(b) retirement plan · William T. Grant Foundation's Supplemental Retirement Annuity for Employees of the William T. Grant Foundation held $6.4M in plan assets for 19 participants in 2024.

Signals · 1

Late filing · 2.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

People on this filing

Rosanna Aybar signed William T. Grant Foundation's 2024 Form 5500 as plan administrator.

Rosanna Aybar — Plan Administrator — Form 5500 signer
ADAM Gamoran — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

William T. Grant Foundation's EIN is 13-1624021.

EIN 13-1624021

Plan number 002

Plan year 2024

ACK ID 20260212110608NAL0000117904001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William T. Grant Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William T. Grant Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM T. GRANT FOUNDATION.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 2.9 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

WILLIAM T. GRANT FOUNDATION

EIN

all filings

Address

60 E 42ND ST FL 43 · NEW YORK, NY · 101650047

Phone

(212) 752-0071

Industry

Other Services (ex. Public Admin)

Plan administrator